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Mary Colleen Schroeder

DAI ASSET MANAGEMENT, LLC·BETHESDA, Maryland
Clean recordDAI ASSET MANAGEMENT, LLC
7600 WISCONSIN AVENUE, BETHESDA, MD 20814CRD# 8020764Firm CRD# 153395

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Mary Colleen Schroeder · BETHESDA, MD
Registration
CRD #8020764 · DAI ASSET MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Mary Colleen Schroeder is a registered financial advisor based in BETHESDA, Maryland, affiliated with DAI ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
DAI ASSET MANAGEMENT, LLC
DAI ASSET MANAGEMENT, LLC
AUM
$226M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at DAI ASSET MANAGEMENT, LLC →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 8020764
Firm CRD# 153395
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Mary Colleen Schroeder offer?
Mary Colleen Schroeder specializes in Retirement Planning, Wealth Management. Contact their office in BETHESDA, Maryland for a consultation.
What are Mary Colleen Schroeder's credentials?
Mary Colleen Schroeder is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mary Colleen Schroeder located?
Mary Colleen Schroeder is based in BETHESDA, Maryland, working with DAI ASSET MANAGEMENT, LLC. Their office serves clients in the BETHESDA metropolitan area and surrounding communities.
How does Mary Colleen Schroeder charge for services?
Mary Colleen Schroeder's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DAI ASSET MANAGEMENT, LLC?
DAI ASSET MANAGEMENT, LLC has approximately 11 employees and manages $226M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at DAI ASSET MANAGEMENT, LLC

Andreas Eichin
BETHESDA, MD
Angela Homsi
BETHESDA, MD
Angela None Atherton
BETHESDA, MD
Carl Fredric Muñana
BETHESDA, MD
Douglas James Young
BETHESDA, MD
Mark Muckerheide
BETHESDA, MD

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Research
Advisor Fees in MarylandNational Fee Analysis
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